find the path
to financial independence

Now that more and more women are taking greater control over their financial futures, we are proud to play an important role in guiding and advising them. Many of the women we serve are busy professionals or business owners who realize they could benefit from having experienced financial guidance, or who may be experiencing a life-changing event such as divorce or the death of a partner. Our team is here to help guide them through the financial complexities.

There are many financial issues unique to women. Their careers are often paused when having children, which can result in smaller Social Security payments down the road. Women may find themselves caring for aging parents, and have to deal with the demands of career and family simultaneously.

Additionally, women have longer life expectancies than men, which raises the risk of running out of money in retirement. Furthermore, the death of a spouse can have major financial implications. There are medical bills and funeral expenses, and decisions to be made regarding matters such as life insurance proceeds, Social Security and the retitling of financial accounts. We are here to help all independent women have a plan for moving forward with their lives.

To help women in marital transition, we guide them through the financial details of the divorce settlement process to help minimize surprises. What might first appear as an equal distribution of an asset may not be equal after considering the original cost basis and tax consequences of liquidating or transferring the asset. After a settlement has been reached, we work with them to create a plan to support their current lifestyle and to pursue their future goals.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Be good to your work, your word, and your friend.
Ralph Waldo Emerson